I've worked with Ryan Gomez the past 5+ years from when I was entering the workforce to now being…read morewell underway in my career. He is responsive, knowledgeable, and able to map personal goals to financial milestones. Highly recommend and I look forward to continuing working with Ryan.

One of the only places I've found that is friendly for early investors. Robby is the best.read more

When we first reached out to Michelle, my wife and I were feeling lost and honestly a bit desperate…read moreto get control of our finances. Living paycheck to paycheck--despite having solid incomes and no kids--was frustrating and stressful. We initially expected to walk away with a simple budget. What we got was so much more. Michelle didn't just organize our numbers--she gave us clarity, confidence, and peace of mind. She removed the fear we had around money and replaced it with a real plan and direction. More importantly, she set us up for long-term success and a stronger financial future. We truly can't recommend her enough.

I started working with Michelle 3 years ago under stressful conditions. My biggest takeaway was…read moreher encouragement, advice, and hope toward my then circumstances. She was kind and thorough in her coaching, and I give her my highest recommendation for helping see an accurate financial picture. Call her!

I reached out to New Era two years because I was drowning in debt. They were very responsive and…read moreimmediately helped me set up a plan with monthly payments I could afford. Cecy, James, Richard and Esmeralda were all so helpful! The reps were quick to email me back with any questions I had. I ended up finishing my program early (Sept 2026). I highly recommend them!

I'm not happy at all with my experience, was with New Era/Versita Law for over a year & only…read moreexperienced upsells, slow settlements made & no clear explanation of how much of their fees were taken out of the account. I enrolled jointly with my wife & we had just over $20k in debt & only seen 3 accounts settled after I paid over $9k into the program! A complete waste of time & money, I had small debts with each creditor mostly under $3k & they barely did anything!

I was very disappointed with the lack of professionalism exhibited by the Branch Manager. Basic…read moreinformation, such as how to access one's account online or the location of company headquarters, was given in a very inefficient and non-caring manner. The worst thing is that the Branch Manager signed up my 82 year old mother for an account which was completely at odds with her financial objectives. I thought he was manipulative, rude, and not helpful in any manner. This company does not deserve a recommendation and should be avoided if one wishes to protect their wealth.

Eric Smith, one of the owner's of Lifetime Planning has been my financial planner for 15+ years. He…read moreis honest, a clear communicator, and lays out alternatives for my long-term financial planning and investments and provides the pros and cons of each alternative so that I can make an informed a decision. I focus on socially responsible investments, when possible. And Eric spent a lot of time, coming up with options for me, as they are somewhat limited. Wendy, the front manager, is always so welcoming. Also the eternal fresh baked cookies and coffee up front are awesome!

I engaged Bob Carey to prepare my corporate return and anticipated working with him on my personal…read morereturn as well. The corporate return was prepared accurately and within the fee range disclosed in the engagement letter, which I paid promptly. However, when I asked follow-up questions regarding differences between his methodology and that of my prior CPA, the interaction deteriorated significantly. During a phone call, he raised his voice ("I don't need to take this crap...I'm DONE, OK??"), used hostile language, and abruptly terminated the call. Within minutes, he returned my personal tax documents by email, effectively ending the engagement during filing season. While his technical work on the corporate return was satisfactory, I found the communication and professionalism during this exchange deeply disappointing. Clients transitioning from another CPA may reasonably have clarification questions, and I did not feel those were handled constructively. Others may wish to consider communication style carefully when choosing a tax professional. Now I have to find someone new right in tax season with no referrals and no smooth transition.

I was referred to Liz by a fellow hairstylist. Can't begin to describe how thankful I am that I…read morefound her. She helped me get organized with my finances and small business. She assisted me with retirement planning and saved me from paying thousands in taxes. Shes my girl!

I've had nothing but great results from my relationship with Schwab. I have a "personal " advisor…read moreand she's been very helpful.

From the owner: Chuck Schwab started a stock brokerage company with a simple question: isn't there a better way?…read moreThat question led to the establishment of a new kind of investment firm - with a more contemporary approach to wealth management based on a set of core values and beliefs, not just profits and losses. These core beliefs have led to 40+ years of serving clients, innovating on their behalf, and developing brokerage products and financial services that put them - not us - first. At Schwab, we offer a wide range of wealth management services, personalized financial advising and retirement planning, and expert investment research, as well as a number of complimentary workshops covering everything from investing essentials to complex trading strategies. Brokerage Products: Not FDIC Insured - No Bank Guarantee - May Lose Value

Fast, friendly service, always greeted with a smile. They always make me feel like my business is…read moreimportant thank you Camarillo branch.

Jessica Cook has been one of the most pleasant and helpful persons that I have ever met. She is…read morethe branch manager. She and the staff always greet me by name. The customer service is exceptional and everyone in the branch is friendly and professional. This bank takes extra care of my banking needs and concerns. I know my money is safe and in good hands.

My wife and I have been working with Pete and his team since 1984. We are one of his earlest…read moreclients. We have had nothing but first class service and care the entire time. We have worked with other financial providers along the way as well but after retiring a couple of years ago, we consolidated most of our investments with Pete at Ameriprise. Highly recommend.

Pete Hockenmaier is an absolutely outstanding financial adviser. We have worked together on the…read moreplanning for many clients over the years. He is the greatest. Kind, bright personable, as Yelp says "Woohoo! As good as it gets" By Kevin Staker